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A guide to Nvidia's competitors: AMD, Qualcomm, Broadcom, startups, and more are vying to compete in the AI chip market
- Nvidia dominates the AI semiconductor market due to early investment in GPUs for AI and the development of CUDA software.
- Competitors like AMD, Qualcomm, Broadcom, and startups are challenging Nvidia with new AI chip designs and strategies.
- Nvidia has over 80% market share in AI chips inside data centers, powering products like ChatGPT and Claude.
- Nvidia's early lead in AI computing stemmed from GPUs originally used for complex video games before expanding into AI.
- AMD, led by CEO Lisa Su, is Nvidia's primary competitor in the AI computing market, with the MI300 GPU for data centers.
- Application-specific integrated circuits (ASICs) from companies like Broadcom and Marvell are challenging GPUs with cost-effective customization for AI workloads.
- Major cloud providers like Amazon and Google are developing their own AI chips to compete with Nvidia, offering alternatives for AI workloads.
- Intel's AI chip line, Gaudi, competes with Nvidia and AMD, while Huawei poses a significant AI chip challenge from China.
- Startups like Cerebras, Groq, and Sambanova Systems are introducing new chip designs and business models to the AI computing market.
- Despite Nvidia's AI chip dominance, competitors are innovating rapidly to close the gap and offer competitive solutions in the evolving market.
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